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Feature #300

open

Epic #13: Patient Portal

Patient Consent Management & Signature Workflow

Added by Redmine Admin about 1 month ago. Updated 5 days ago.

Status:
In Progress
Priority:
Normal
Assignee:
Start date:
01/05/2026
Due date:
% Done:

0%


Files


Subtasks 5 (5 open0 closed)

Task #306: Panda Doc API Integration for Patient ConsentIn ProgressVikash Kumar01/05/2026

Actions
Task #307: Consent Reminder Notifications (Email & In-App)In ProgressDeeksha Singh01/05/2026

Actions
Task #308: Blob Storage Integration for Document StorageReopenDeeksha Singh01/05/2026

Actions
Task #309: Consent Enforcement at Appointment Join TimeReady To UATDeeksha Singh01/05/2026

Actions
Bug #370: Download Consent formNewVikash Kumar01/21/2026

Actions
Actions #1

Updated by Redmine Admin about 1 month ago

  • Subtask #306 added
Actions #2

Updated by Redmine Admin about 1 month ago

  • Subtask #307 added
Actions #3

Updated by Redmine Admin about 1 month ago

  • Subtask #308 added
Actions #4

Updated by Redmine Admin about 1 month ago

  • Subtask #309 added
Actions #5

Updated by Redmine Admin 28 days ago

  • Description updated (diff)
  • Status changed from Archieve to New
  • Assignee changed from Abhishek Thakur to Vikash Kumar
Actions #6

Updated by Vikash Kumar 26 days ago

  • Assignee changed from Vikash Kumar to Deeksha Singh
Actions #7

Updated by Vikash Kumar 23 days ago

Corrected Flow

User Creation / Email Confirmation
After the user confirms their email or is added by the admin, the system automatically creates a Consent Form.
The created user is assigned to this consent form for signing.

Notifications
At the same time, the system sends:

  • An email notification
  • An in-app notification

Both notifications inform the user that a consent form is available for signature.

User Login & Access
When the user logs in, a new tab called “Consent Form” appears in the Profile section.

Consent Form Actions
When the user clicks on the Consent Form tab, they can:

  • View the consent document
  • Sign the consent form electronically
  • Download the signed consent form for their records

Join Meeting Flow
When the user books an appointment and clicks on Join Meeting, the system checks the consent form status:

  • If no consent form exists, the system creates a new consent form and shows a popup asking the user to sign the consent form first.
  • If a consent form exists but the status is not completed, the popup is shown and the user is required to complete the consent form before joining.
  • If the consent form exists and the status is completed, no popup is shown and the user is allowed to join the meeting directly.
Actions #8

Updated by Vikash Kumar 23 days ago

  • Status changed from New to Ready to QA
Actions #9

Updated by Deeksha Singh 21 days ago

  • Subtask #370 added
Actions #10

Updated by Deeksha Singh 5 days ago

QA test cases:

  • Verify a consent form is automatically created when a user confirms email or is added by Admin.
  • Verify newly created user is correctly assigned to the generated consent form.
  • Verify user receives an email notification when a consent form is available for signature.
  • Verify user receives an in-app notification for consent form availability.
  • Verify “Consent Form” tab appears in Profile section after user login.
  • Verify user can view the consent document from the Consent Form tab.
  • Verify user can electronically sign the consent form.
  • Verify user can download the signed consent form after completion.
  • Verify system creates a consent form and prompts user to sign when no consent form exists at Join Meeting.
  • Verify popup is shown when consent form exists but status is not completed.
  • Verify user is blocked from joining the meeting until consent form is signed.
  • Verify user can join the meeting directly when consent form status is completed.
Actions #11

Updated by Deeksha Singh 5 days ago

  • Status changed from Ready to QA to Ready To PROD
Actions #12

Updated by Deeksha Singh 5 days ago

  • Status changed from Ready To PROD to In Progress
Actions #13

Updated by Deeksha Singh 5 days ago

  • Assignee changed from Deeksha Singh to Vikash Kumar
Actions

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